economy
February 11, 2026
We're raising our price targets on 3 picks and shovel data center buildout stocks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
TL;DR
- Stocks were choppy on Wednesday due to strong January job growth data and AI disruption fears.
- AI infrastructure stocks like Vertiv, Eaton, GE Vernova, and Corning experienced significant gains.
- Vertiv reported strong organic growth, boosting related stocks.
- The CNBC Investing Club is raising price targets for Eaton, GE Vernova, and Corning.
- Corning's gains are being monitored due to its recent parabolic move and potential supply agreements.
- Qnity Electronics has surpassed its price target, with results and outlook pending.
- Upcoming earnings reports and economic data are noted.
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